AI is a money pit — here’s why investors don’t mind

AI is a money pit — here’s why investors don’t mind

AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tully and AirStreet Capital founder Nathan Benaich. Links: 2024: The State of Generative AI in the Enterprise | Menlo Ventures State of AI Report | Nathan Benaich AI Index Report 2024 | Stanford HAL How companies are spending on AI right now | Tech Brew OpenAI Is growing fast and burning through piles of money | NYT Amazon to invest another $4 billion in OpenAI rival Anthropic | The Verge Agents are the future AI companies promise — and desperately need | The Verge Anthropic’s latest AI update can use a computer on its own | The Verge OpenAI reportedly plans to launch an AI agent early next year | The Verge Is AI hitting a wall? | Command Line Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(916)

Anthropic doesn't trust the Pentagon, and neither should you

Anthropic doesn't trust the Pentagon, and neither should you

My guest today is Mike Masnick, the founder and CEO of Techdirt, the excellent and long-running tech policy blog. Mike has been writing about government overreach, privacy in the digital age, and othe...

12 Mar 48min

Hasbro's CEO lets AI Peppa Pig help design toys

Hasbro's CEO lets AI Peppa Pig help design toys

Hasbro might be a toy company, but CEO Chris Cocks has spent the last several years pushing it more and more into the digital media, gaming, and collectibles space. That makes sense, since adults have...

9 Mar 1h 12min

Prediction markets want to be the news

Prediction markets want to be the news

Today let’s talk about prediction markets, which continue to insert themselves into the news cycle and the news in increasingly weird, unsettling, and potentially illegal ways.  My guest today is Liz...

5 Mar 45min

Zillow's CEO on growth during a housing crisis

Zillow's CEO on growth during a housing crisis

Today, I’m talking with Zillow CEO Jeremy Wacksman. Zillow is one of those apps that really exemplifies what you might call the smartphone era of software: the company built a great mobile app for loo...

2 Mar 1h 5min

Inside Xbox's executive shakeup

Inside Xbox's executive shakeup

Today, we’re talking about the future of Xbox. Phil Spencer, a two-time Decoder guest who’s led Xbox for more than a decade, is stepping down. But in a shocking twist, his deputy long-assumed successo...

26 Feb 43min

Hank Green lets loose on YouTube, billionaires, and algorithms

Hank Green lets loose on YouTube, billionaires, and algorithms

Today, I’m talking with Hank Green, a longtime friend of Decoder and the co-founder and now former owner of Complexly, an online education company he started with his brother John in 2012. I say forme...

23 Feb 1h 11min

Money no longer matters to AI's top talent

Money no longer matters to AI's top talent

Today we're talking about the war for AI talent. Right now, the hottest job market on the planet is for AI researchers. And the vast majority of these people are concentrated into a small number of hu...

19 Feb 41min

Let's talk about Ring, lost dogs, and the surveillance state

Let's talk about Ring, lost dogs, and the surveillance state

Today, we're talking about the camera company Ring, lost dogs, and the surveillance state. Since it aired for a massive audience at the Super Bowl, Ring’s Search Party commercial has become a lightnin...

16 Feb 27min

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